Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Vision$2.3M
- Prescription drug$2.3M
- Dental$97K
- Life$16K
- Other$16K
Sponsor portfolio
SHEPARD SCHOOL, INC.
EIN 22-3106512primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$6.3M assets
Welfare
1
$2.4M premiums
Participants
216
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 208 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- HORIZON HEALTHCARE SERVICES, INC.95%
- DELTA DENTAL OF CALIFORNIA4%
- USABLE LIFE1%
Broker market share
Schedule A broker compensation
98%top
- ACRISURE LLC98%
- HORIZON INSURANCE COMPANY1%
- MARTIN INSURANCE GROUP0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHEPARD SCHOOL, INC. SAVINGS PLAN
403b
Assets$6.3M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHEPARD SCHOOL WELFARE BENEFIT PLAN
Fully Insured - HORIZON HEALTHCARE SERVICES, INC.
Premiums$2.4M
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHEPARD SCHOOL, INC. SAVINGS PLAN | 403b | $6.3M | 80 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHEPARD SCHOOL WELFARE BENEFIT PLAN | Fully Insured | HORIZON HEALTHCARE SERVICES, INC. | $2.4M | 208 | 2025 |
Retirement plans
Welfare plans